KeyBanc raises Walmart stock price target to $110 from $105

Published 09/06/2025, 13:56
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On Monday, KeyBanc Capital Markets adjusted its outlook on Walmart Inc. (NYSE:WMT), increasing the company’s price target from $105.00 to $110.00, while maintaining an Overweight rating on the stock. The decision followed a two-day visit to Walmart’s annual meeting in Bentonville, Arkansas, where KeyBanc’s analyst Bradley Thomas gained insights into the retailer’s future prospects. This aligns with broader analyst sentiment, as InvestingPro data shows 19 analysts have recently revised their earnings expectations upward, with price targets ranging from $64 to $120.

Thomas expressed a stronger conviction in Walmart’s potential to expand its market share into 2025 and beyond, highlighting the growth of its e-commerce and advertising sectors. With annual revenue reaching $685.09 billion and a market capitalization of $777.85 billion, Walmart maintains its position as a prominent player in consumer staples retail. Moreover, he noted Walmart’s capacity to boost operating profit at a pace surpassing sales growth over an extended period. The analyst underscored the virtuous cycle emerging within Walmart’s digital business, suggesting that its growth is likely to perpetuate further expansion.

Despite the looming risks to consumer spending due to the potential impact of tariffs, particularly as the back-to-school season approaches, Thomas believes Walmart is well-equipped to navigate these challenges. According to his analysis, Walmart stands out in the retail sector for its robust positioning.

KeyBanc’s revised price target reflects a more optimistic view of Walmart’s strategic initiatives and its ability to sustain profitability and growth amidst a dynamic retail landscape. The Overweight rating indicates that KeyBanc foresees Walmart’s stock performance outpacing the average return of the stocks the firm covers over the next 12 to 18 months.

In other recent news, Walmart Inc. has secured a partnership with Synchrony Financial (NYSE:SYF) to issue its credit cards, marking a return for Synchrony after losing the account to Capital One (NYSE:COF) in 2018. This collaboration includes a co-branded card for use at various merchants and a private-label card exclusive to Walmart. Meanwhile, Walmart’s strategic initiatives have caught the attention of analysts, with Mizuho (NYSE:MFG) raising the company’s stock price target to $115 and maintaining an Outperform rating, citing Walmart’s technological advancements and projected eCommerce growth. Similarly, Guggenheim Securities increased its price target to $112, emphasizing the company’s integration of new technologies and alternative profit streams. At Walmart’s Annual Shareholders’ Meeting, several key proposals were approved, including the election of directors and the ratification of Ernst & Young LLP as independent accountants. Additionally, Bernstein reiterated an Outperform rating with a $108 price target, highlighting Walmart’s international omni-channel strategy and growth ambitions. These developments underscore Walmart’s continued focus on leveraging technology and expanding its retail capabilities.

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